Ask CPA Trendlines
Now, with smarter search, deeper analysis and more detailed responses (v.2.8).
Today's Features
Listen, Download, Stream, Subscribe Anywhere
Click here to load your Apple podcast app
Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/Youtube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.
Rule #1 of Scoping for Alignment
Plus three more basic steps.
By Jody Padar
Radical Pricing – By The Radical CPA
How often have you heard the old saying about having two ears and one mouth because listening is twice as important as talking? Hopefully, often, because it is as true as anything I’ve ever heard. Scoping is all about listening, so when you make a presentation, you’ll know what you’re talking about, and the client will know you know.
MORE by Jody Padar
Exclusively for PRO Members. Log in here or upgrade to PRO today.
Here are four basic steps you can follow to make sure you and the client are in alignment when the time comes to start a new project or present to a potential new client:
Stop Waiting for the Perfect Time to Get Involved | ARC
Even a small volunteer commitment can deliver lasting professional and personal returns.
Sponsored by Radical Pricing by the Radical CPA, Jody Padar | See Today’s Special Offer
Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.
Accounting ARC
With Donny Shimamoto and Byron Patrick
Center for Accounting Transformation
A single meeting changed the trajectory of Byron Patrick’s career.
Early in his career, the owner of Patrick’s firm, who was serving as chair of the Maryland Association of CPAs, invited him to come along to a meeting. Patrick found himself in a room with established leaders discussing the future of the profession.
“I was like, ‘Is it this easy? Can I just show up to this meeting every week and be in this room?’” Patrick recalls. “Because if so, y’all aren’t going to get rid of me.”
Twenty-six years later, Patrick, CPA.CITP, senior product manager for Karbon and founder and part-time educator for TB Academy, can trace much of his professional growth to that invitation.
MORE Accounting ARC: Your AI Agent Should Show Its Work | AI Isn’t Erasing Tax Careers. It’s Rewriting Them. | Accounting Internships Need an Upgrade | The CPA Career Nobody Talks About | Conference Season Exposes Accounting’s Knowledge Gap | The Feedback Mistake That Costs You Your Best People | Is Your Boss Really the Problem? | Most Accountants Are Missing This AI Shift | AI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for AI | Accounting’s Hidden Talent Risk: The Sandwich Generation | Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet
In this episode of Accounting ARC, Patrick and co-host Donny Shimamoto, CPA.CITP, CGMA, founder and managing director of IntrapriseTechKnowlogies LLC and the founder and inspiration architect for the Center for Accounting Transformation, make the case that involvement in state CPA societies and other professional organizations is not an extracurricular activity. It is an investment in a career, a professional network, and the future of accounting.
Twelve Firm Idiosyncracies to Beware in M&A
Plus 13 ways to screw up a merger.
By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide
In the best case, mergers go smoothly.
MORE by Marc Rosenberg
Exclusively for PRO Members. Log in here or upgrade to PRO today.
But we’re dealing with people, so sometimes things aren’t so neat. Some common pitfalls: READ MORE →
Blake Christian: Why CPAs, Family Offices, & Investors Are Paying Attention to OZ 2.0 | Holistic Guide
Proper entity structure, timing, and compliance are critical to maximizing the next phase of Opportunity Zone benefits.
Sponsored by Radical Pricing: Optimize Profits, Delight Clients, and Build a Top-Value Firm
Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.
The Holistic Guide to Wealth Management
With Rory Henry, CFP®, BFA™
A decade ago, federal Opportunity Zones (OZ) were introduced as part of the 2017 Tax Cuts & Jobs Act to encourage long-term investment into economically distressed communities through tax incentives. The first phase of the OZ program expires at the end of 2026, but Blake Christian, CPA, says the program is entering a new phase (OZ 2.0) that could dramatically expand its impact across operating businesses, infrastructure, AI data centers, and rural America.
MORE Rory Henry | THE HANDBOOK Holistic Guide to Wealth Management | MORE CPA Trendlines Streaming Network
While many investors initially focus on the tax deferral aspects of Opportunity Zones, Christian explains that the program delivers three separate benefits.
Is HR Ready for Your Firm to Grow?
Your efforts have implications. Don’t assume everyone is as prepared as you are.
By Domenick J. Esposito
8 Steps to Great
“If you pick the right people and give them the opportunity to spread their wings – and put compensation as a carrier behind it – you don’t have to manage them … This whole game of business revolves around one thing: You build the best team, you win.” – Jack Welch, former CEO of General Electric
Now that you are equipped with a strategic plan that is realistic and focused on implementation and accountability, and you have a sound governance and economic model, let’s chat about what else it takes to build a mid-market sustainable brand.
MORE by Domenick J. Esposito
Exclusively for PRO Members. Log in here or upgrade to PRO today.
It begins by recognizing that all partners are not created equal. You need a combination of
READ MORE →